See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $78,311 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,166 | $72,770-0.8% | $67,652+6.7% | $55,191+30.8% |
| Participation rate | 76.4% | 78.8%-2.4pp | 75.7%+0.7pp | 69.2%+7.2pp |
| Annual return | 1.52% | -3.26%+4.8pp | 6625.04%-6623.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,206 | $1,769-31.8% | $2,266-46.8% | $1,899-36.5% |
| Participant deferral / active EE | $2,776 | $3,408-18.6% | $3,560-22.0% | $3,046-8.9% |
| Admin fee / account holder | $147 | $79+86.6% | $4,821-96.9% | $91+62.0% |